LAM

LOM Asset Management Portfolio holdings

AUM $348M
1-Year Est. Return 29.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$348M
AUM Growth
+$2.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1 +$2.21M
2 +$807K
3 +$602K
4
IXC icon
iShares Global Energy ETF
IXC
+$448K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$435K

Top Sells

1 +$767K
2 +$739K
3 +$429K
4
PYPL icon
PayPal
PYPL
+$409K
5
ADBE icon
Adobe
ADBE
+$372K

Sector Composition

1 Technology 20.83%
2 Financials 11.11%
3 Consumer Discretionary 7.88%
4 Communication Services 7.01%
5 Healthcare 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IGV icon
151
iShares Expanded Tech-Software Sector ETF
IGV
$15.4B
$227K 0.07%
2,830
+1,630
ELAN icon
152
Elanco Animal Health
ELAN
$11.8B
$221K 0.06%
9,251
+677
NEWP
153
New Pacific Metals
NEWP
$785M
$219K 0.06%
38,000
EEM icon
154
iShares MSCI Emerging Markets ETF
EEM
$28.6B
$217K 0.06%
3,820
+1,770
LOW icon
155
Lowe's Companies
LOW
$118B
$203K 0.06%
860
CMCSA icon
156
Comcast
CMCSA
$85.1B
$199K 0.06%
6,925
AMT icon
157
American Tower
AMT
$90.4B
$199K 0.06%
1,152
+146
DIS icon
158
Walt Disney
DIS
$173B
$199K 0.06%
2,061
-7,256
XLV icon
159
State Street Health Care Select Sector SPDR ETF
XLV
$39.2B
$196K 0.06%
1,335
FISV
160
Fiserv Inc
FISV
$29B
$194K 0.06%
3,481
-4,311
TSLA icon
161
Tesla
TSLA
$1.47T
$182K 0.05%
490
EWY icon
162
iShares MSCI South Korea ETF
EWY
$20.7B
$182K 0.05%
1,480
DXJ icon
163
WisdomTree Japan Hedged Equity Fund
DXJ
$6.74B
$181K 0.05%
1,140
BMO icon
164
Bank of Montreal
BMO
$115B
$175K 0.05%
930
AMD icon
165
Advanced Micro Devices
AMD
$760B
$167K 0.05%
820
RY icon
166
Royal Bank of Canada
RY
$270B
$164K 0.05%
730
IEV icon
167
iShares Europe ETF
IEV
$1.72B
$155K 0.04%
2,285
CM icon
168
Canadian Imperial Bank of Commerce
CM
$99.6B
$152K 0.04%
1,150
DFSV icon
169
Dimensional US Small Cap Value ETF
DFSV
$7.61B
$144K 0.04%
4,100
INDA icon
170
iShares MSCI India ETF
INDA
$6.61B
$138K 0.04%
2,955
IBB icon
171
iShares Biotechnology ETF
IBB
$7.85B
$125K 0.04%
740
BNS icon
172
Scotiabank
BNS
$98.8B
$123K 0.04%
1,270
TRP icon
173
TC Energy
TRP
$71.5B
$118K 0.03%
1,350
XT icon
174
iShares Future Exponential Technologies ETF
XT
$3.9B
$116K 0.03%
1,700
VNQ icon
175
Vanguard Real Estate ETF
VNQ
$37.2B
$113K 0.03%
1,272